RSD Advisors provides financial planning and investment management services. For financial planning, RSD Advisors asks clients about their financial obligations and life circumstances to create a basic financial plan. For investment management, RSD Advisors invests client assets in bonds, stocks, publicly traded partnerships, REITs, and mutual, closed end and exchange traded funds. Investments are tailored to client's risk tolerance, time horizon, and financial circumstances.
Assets Under Management$78M
Clients27
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$78M
www.rsdadvisors.net ·www.linkedin.com/in/richard-daskin-a54621128 ·www.linkedin.com/company/rsdadvisors-llc/about
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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